See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,033 | $96,635-96.9% | $86,612-96.5% | $139,434-97.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.07% | 106.41%-85.3pp | 591.07%-570.0pp | 372.94%-351.9pp |
| Employer contribution / active EE | $345 | $3,263-89.4% | $3,022-88.6% | $4,751-92.7% |
| Participant deferral / active EE | $1,327 | $4,836-72.6% | $4,438-70.1% | $6,710-80.2% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |